The Gen-Savvy Financial Advisor: Advising the Generations in the New Age of Uncertainty

Lingua: inglese

Editore: Generational Insights, 2016

0998262706 / 9780998262703

Da: World of Books Inc, Montgomery, IL, U.S.A.World of Books Inc

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Venditore AbeBooks dal 23 marzo 2026

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Descrizione dell’articolo da parte del venditore

There have been big changes in consumers' buying habits, and financial services are no exception, says Cam Marston, a world-renowned expert on generational issues in the marketplace. Understanding clients' age-based points of view is an indispensable soft skill that you can use to establish connections and make sales. New attitudes about investing break down along generational lines and this book is the definitive guide to tailoring financial services and building relationships with clients based on these new generation-specific expectations and experiences. Whole chapters are devoted to each of the four generations - Matures, Baby Boomers, Generation Xers, and Millennials - and their unique approaches to finance and investing. Marston offers detailed guidelines and an arsenal of proven techniques to help the advisor best serve investors of all ages. Through this book, Marston conveys the changing demographics and shifting experiences that are giving many financial advisors anxiety they haven't felt since the Great Recession. But he also shares a path forward.…

Codice articolo CIN0998262706VG

Titolo
The Gen-Savvy Financial Advisor: Advising the Generations in the New Age of Uncertainty
Autore
Cam Marston
Editore
Generational Insights
Anno di pubblicazione
2016
Condizione
Very Good
Rilegatura
Paperback
Lingua
inglese
ISBN 10
0998262706
ISBN 13
9780998262703

World of Books Inc

Montgomery, IL, U.S.A.

Venditore con 4 stelle

Venditore AbeBooks dal 23 marzo 2026

Tariffe di spedizione nazionale per U.S.A.

ArticoloDa 4 a 12 giorni lavorativiDa 3 a 6 giorni lavorativi
Primo articoloEUR 0,00EUR 9,73
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Founded in 2002, World of Books is a leading online destination for buying and selling both preloved and new books, committed to making sustainable reading accessible to all. With a mission to help people read more and waste less, World of Books offers a huge range of affordable, high-quality books — giving both new and preloved titles a second life. The company also operates World of Books – Sell Your Books, an easy-to-use platform that allows customers to trade in unwanted books for cash, helping to keep books in circulation while promoting sustainability. As a Certified B Corp, World of Books is driven by a vision to become the world’s largest and most sustainable dedicated online bookstore. The company measures its success through the positive environmental impact it creates, the value it provides to customers, and its ability to operate profitably while supporting its sustainable mission …

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